Defining overhead for compatible units

Define overhead costs to apply to labor, parts, tools, or service lines to include when estimating CU costs.

  1. Select Work > Projects > Compatible Units > Compatible Units Overhead Codes.
  2. Click New Record.
  3. Specify this information:
    Organization
    Specify the organization to which the overhead code belongs.
    Overhead Code
    Specify a unique code identifying the overhead code, and then enter a description of the code in the adjacent field.
    Apply To
    Select to apply this overhead to the estimate for labor, parts in stock, non-stock parts, tools, or services.
    Overhead Factor
    Optionally, select the factor by which to multiply the overhead cost.
    Overhead Type
    Select the type of overhead this code represents. For example, if the overhead represents utility costs, specify this as a utility type overhead.
  4. Optionally, select the Out of Service check box to prevent the overhead code from displaying in lookups across the system.
  5. Click Save.
Related topics